Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,793
New
Increased
Reduced
Closed

Top Buys

1
+$3.11B
2
+$1.67B
3
+$1.61B
4
SHOP icon
Shopify
SHOP
+$1.42B
5
RPRX icon
Royalty Pharma
RPRX
+$1.15B

Top Sells

1
+$2.27B
2
+$2.09B
3
+$1.28B
4
META icon
Meta Platforms (Facebook)
META
+$1.27B
5
BABA icon
Alibaba
BABA
+$1.04B

Sector Composition

1 Technology 18.57%
2 Healthcare 9.66%
3 Financials 8.97%
4 Communication Services 8.91%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5851
$103K ﹤0.01%
12,894
-756
5852
$103K ﹤0.01%
2,847
5853
$103K ﹤0.01%
8,792
-2,751
5854
$103K ﹤0.01%
1,706
-2,397
5855
$103K ﹤0.01%
9,794
+1,900
5856
$102K ﹤0.01%
3,000
5857
$102K ﹤0.01%
2,797
-141
5858
$102K ﹤0.01%
2,918
-141
5859
$102K ﹤0.01%
4,515
-15,573
5860
$102K ﹤0.01%
+1,900
5861
$101K ﹤0.01%
117
+4
5862
$101K ﹤0.01%
+1,354
5863
$101K ﹤0.01%
+7,584
5864
$101K ﹤0.01%
9,476
+1,000
5865
$100K ﹤0.01%
16,067
+10,867
5866
$100K ﹤0.01%
3,244
-17,010
5867
$100K ﹤0.01%
+10,223
5868
$100K ﹤0.01%
+10,100
5869
$99K ﹤0.01%
5,272
+104
5870
$99K ﹤0.01%
11,991
-44,867
5871
$99K ﹤0.01%
2,000
5872
$99K ﹤0.01%
30,682
-1,878,432
5873
$99K ﹤0.01%
2,700
5874
$99K ﹤0.01%
+10,000
5875
$99K ﹤0.01%
544
+541
233 234
235
236 237